Financial Planning and Analysis Analyst

7 days ago


Spartanburg SC, United States SnapDragon Associates, LLC Full time

JOB SUMMARY: The FP&A Analyst supports strategic decision-making through financial modeling, forecasting, reporting, and data analysis. This role partners with cross-functional leaders to deliver insights that improve performance, drive financial discipline, and support long-term business objectives. Strong data skills—including SQL—are essential for success in this role. ESSENTIAL DUTIES & RESPONSIBILITIES: Financial Planning & Forecasting Support the development of the annual budget, quarterly forecasts, and long-range financial plans. Build and maintain dynamic financial models to project revenue, expenses, cash flow, and profitability. Analyze trends, business drivers, and variances to provide meaningful insights. Reporting & Analysis Prepare monthly financial reports, dashboards, and performance packages for leadership. Conduct variance analysis vs. budget, forecast, and prior periods. Use SQL queries to extract, clean, and analyze financial and operational data. Provide commentary and recommendations based on data findings. Business Partnering Collaborate with department leaders to understand operational needs and financial impacts. Provide decision support for pricing, capital investments, cost savings initiatives, and project ROI. Translate complex data into clear, actionable insights for non-finance stakeholders. Financial Modeling & Tools Build and maintain models for revenue forecasting, headcount planning, profitability analysis, and scenario modeling. Improve reporting processes through automation and SQL-driven data integrity enhancements. Partner with accounting and data teams to ensure alignment across financial systems and data sources. Ad Hoc Projects Support M&A analysis, integration, and due diligence as needed. Lead or assist with special projects including process improvements, data automation, and KPI development. EDUCATION & EXPERIENCE: Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field. 3-5 years of experience in FP&A, corporate finance, or a data-driven analytical role. Experience working with SQL for data extraction and analysis required. SKILLS & COMPETENCIES: Strong SQL skills (ability to write queries, joins, CTEs, and perform data validation). Advanced Excel financial modeling skills. Experience working with ERP and BI tools (Power BI). Understanding of GAAP, financial statements, and key business metrics. Excellent written and verbal communication skills. Strong attention to detail, accuracy, and analytical mindset. Ability to manage multiple priorities and thrive in a fast-paced environment. COMMUNITY: Spartanburg, SC offers a vibrant, welcoming community with a small-town feel and growing economic opportunity. Residents enjoy: Affordable cost of living and a comfortable lifestyle. Access to beautiful parks, trails, and year-round outdoor recreation. A revitalized downtown with great restaurants, local shops, and cultural events.



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